Versions Compared

Old Version 1

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Inventory Managment Main Page

Excerpt
hiddentrue

Find out how to create a new Warehouses

What does this section cover?

Learn to work with Warehouses

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Warehouses

Name *The name of the warehouse

Finance Application > Inventory Management > Manage Warehouses

Info

Explaining Warehouses Fields

Name

Description

Type *The type of the Warehouse. A warehouse type can be selected just once on warehouses per each owned by group

FOUNDATION > INVENTORY MANAGEMENT > MANAGE WAREHOUSES

Using Warehouses

A Warehouse is a storage place for Physical Goods. In CRM.COM Physical Goods (Traceable and Non-Traceable) reside in company Warehouses from where they can be accessed and moved to customers or between Warehouses. 

  • Navigate to Warehouses and explore existing entries via the Summary page. 
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Warehouse, modify (EDIT) or DELETE an existing one. 
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Warehouses. 
  • Click on ACTIONS to discover other possibilities available for Warehouses.
  • Click on the Audit Log button to view a log of changes performed on displayed Warehouses.

 

View the Attributes Table below for a comprehensive description of the Warehouses fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Warehouses including each Action's related validations and restrictions.

Managing WarehousesImage Added

Anchor
validations
validations
Validations & Restrictions

ActionValidationsRestrictions
Create
  • Name and Alternative Code are unique.
  • Each Group should only own one Warehouse of each Warehouse Type. 
  • Mandatory fields must be defined.
Edit
  • Name and Alternative Code are unique.
  • Each Group should only own one Warehouse of each Warehouse Type. 
  • Mandatory fields must be defined.
Delete
  • Warehouses can be deleted only if there are no Physical Goods stocked in the Warehouse and no 'Draft' Warehouse Transactions related to the Warehouse are present.
  • Not Applicable
Warehouse Transactions
Stock In Stock Out & Stock Movement 

 

Anchor
attributes
attributes
Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
Type*

The Type of the Warehouse.

Note

The combination of the Warehouse Type and Owned By Group must be unique.

Name*The Name of the Warehouse.
Alternative Code*An alternative code for the warehouseWarehouse.
DescriptionA description of the warehouseWarehouse.
Owned by By Group*Stock Balance

The

group

Group that owns the

warehouse since warehouse is an entity with Explicit Viewing Access
Privacy Level *The warehouse's privacy level since warehouses is an entity with Explicit Viewing Access

It provides the running stock balance of physical goods Warehouse which automatically defaults to the Group of the signed-in User or is automatically set based on the geographical area of the Contact as defined in Groups. Select a different Group if required.
Only users that have access to the specific Group will be able to view and use the Products of the Warehouse.

Note

The combination of the Warehouse Type and Owned By Group must be unique.

Privacy Level*The Privacy Level of the Warehouse, which is always Read-only and can be changed through a dedicated action, or is automatically set by the Privacy Level Assignment Rules (PLAR).
Balances
Stock Balance

The running Stock Balance of Physical Goods which are kept in the specific warehousesWarehouse. The information Stock Balance is calculated dynamically based on warehouse transactions and consist of Warehouse Transactions using the following logic:

  • Product & Product Type
  • Quantity

 

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
  •  
Save 
  •  
  •  

 

Creating an Accounts Receivable 

 

  • Search using the criteria available in the summary page
  • From the top menu click on the New to open the Warehouses data entry page
  • Rest of the steps

    • ATTACHMENTS

    Include PageAttachments - GlobalAttachments - Global

    LOG INFORMATION

    The following information is automatically set by the system on saving the Warehouses

    Include PageLog Information - GlobalLog Information - Global
  • From the Action Menu click on Save

    • System Processing

     

    NoteVisit /wiki/spaces/WIP/pages/10010220 Warehouses for business examples related to Creating Warehouses

    Stock Balance = number of Items added to a Stock In Transaction + number of Items added through a Stock Movement Transaction (using the specific Warehouse as the "To" Warehouse) - number of Items removed by a Stock Out Transaction - number of Items removed by a Stock Movement Transaction (using the specific Warehouse as the "From" Warehouse) 

    • Click on the Product Name to view more Product information, such as its composition, characteristics and validity.
    • Click on the quantity number to view all the Warehouse Transactions that resulted in this Balance.
    • Click on the "Included In Bundles" number to view the stock of this Product across each Bundle.
       
    Note

    Available only once the Warehouse is created.

    Log Information
    Log DetailsThe standard set of Log Details information available in all entities. 

     

    Additional Actions for Warehouses

    Using the Warehouse Transactions in the Warehouses module you can add or remove Products from and to Warehouses, or move items between Warehouses. For more information on using Transactions, view the respective manual.
     Warehouse Transaction ActionsImage Added

    Note

    View Understanding Inventory Management for business examples related to Using Warehouses.

    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalseexcerpttrue
    labelsinventory-management-basics-r7,inventory-management-advanced-r7,inventory-management-admin-r7

    heatmap

    Helpful Links

    Panel
    namegrey

    Popular Labels

    Popular Labels
    spaceKeyV4Manual
    style
    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal